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Reuters
The managers of some of America's biggest bond funds are trying to protect their portfolios from the effects of a potential interest rate hike by cutting exposure to emerging markets, boosting liquidity and reducing duration.
The managers, who spoke to Reuters on the sidelines of the Morningstar Investment Conference in Chicago, said they worry about an anticipated rate hike by the Federal Reserve later this year, which would be the U.S. central bank's first since 2006.
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CFA Chicago
Sometimes "doing the right thing" while also delivering outstanding and lasting results is difficult for leaders to achieve. Values-based leaders are needed more than ever in today's economic and political environment. Professor Kraemer will address the four principles of values-based leadership.
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CFA Chicago
The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. The IEF is both an opportunity to learn how others present investment ideas concisely and a chance to practice stock pitches.
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CFA Chicago
Join us for the 60th Annual Financial Analysts Seminar (FAS) on July 20-23 at the University of Chicago's Gleacher Center. Offering engaging lectures, discussions, and case studies, FAS 2015 is your opportunity to connect with top investors, researchers, and peers on the latest trends and thought leadership affecting global capital markets.
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CFA Institute's Enterprising Investor
Everyone knows that Federal Reserve policy has an effect on security returns. But did you know that small value stocks returned nearly 40 percent more during periods of expansive monetary policy than during periods of restrictive policy?
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Bloomberg
With the S&P 500 stalled out, investors are adopting an old line from Steve Martin: Let’s get small.
They’re rushing into smaller stocks, putting their money into an exchange-traded fund tracking the group at the fastest rate in more than six years.
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ThinkAdvisor
The Federal Reserve will raise rates this year, probably twice, agreed three bond fund managers on the Unearthing Bond Value panel at the 2015 Morningstar Conference in Chicago.
Laird Landmann, portfolio manager at TCW, said when the Fed moves, it will be fast. Likewise, Gibson Smith, chief investment officer for fixed income at Janus Capital Group, concurred that two rate hikes will come this year.
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The Wall Street Journal
If there was one message the professional investors at Morningstar’s 27th annual investment conference sought to convey, it was this: Remain invested.
As concerns mount that a six-year-old bull market may be tiring and that the Federal Reserve may be preparing to raise interest rates, speakers addressing the Chicago conference reiterated the importance of investing basics.
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Chicago Tribune
In early June a national poll came out showing that 56 percent of Americans rate their current financial situation as fair or poor. The poll, by National Journal and Allstate, showed that younger Americans saw themselves as worse off, and indeed they are — as a group they have lower earnings, lower levels of employment and higher levels of debt, especially from student loans.
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Crain's Chicago Business
How many meals does it take to become Rick Bayless' first outside investment partner?
At least 35, estimates Tony Owen, who along with his brother, Jay Owen, leads Chicago investment firm Dom Capital. They spent three years courting Bayless and Frontera Foods CEO Manny Valdes, starting with a lunch at Frontera Grill and a dinner at Balena in Lincoln Park, and hopscotching to Maialino in New York and Mendocino Farms in Los Angeles, before sketching out a deal on a napkin at Il Buco in New York.
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Pensions&Investments
The 100 largest U.S. public employee retirement systems had $3.398 trillion in assets as of March 31, a 1.6 percent increase from three months earlier, said the U.S. Census Bureau's latest quarterly survey of public pension funds.
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Chicago Tribune
If you're a woman who has resented the size of your paycheck compared to those going to men, Sallie Krawcheck presents a solution.
In a speech to almost 2,000 financial advisers at the annual Morningstar Investment Conference in Chicago last week, she urged advisers to help women close the gap.
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CNBC
Notable bubble watcher Jeremy Grantham kicked off the 27th annual Morningstar Investment Conference in Chicago by telling hundreds of financial advisers that he doesn't see a trigger that would deflate valuations in the U.S. stock market ... yet.
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